How to Sign In to Click-to-Dial

How to Sign In to Click-to-Dial

Salesforce & Zoom — Click-to-Dial Setup

Overview

This guide walks you through how to confirm you're signed into Click-to-Dial for Zoom, so you can make outbound calls directly from a client's account in Salesforce.

Who This Is For: All sales agents making outbound calls through Salesforce.

Required Systems: Salesforce and Zoom.

Step-by-Step Instructions

Step 1: Log In to Salesforce

Click-to-Dial starts in Salesforce, so begin by logging into your Salesforce account.

Step 2: Locate Click-to-Dial

Once you're logged in, look for the Click-to-Dial or Phone button in the bottom left-hand corner of the screen.

Step 3: Sign In to Zoom

If you are not already signed in, Click-to-Dial will show you a Sign In option. Click Sign In, and you'll be redirected to Zoom.

Step 4: Allow Permissions

In Zoom, click Allow, and then click Allow again to confirm.

Step 5: Confirm You're Signed In

Return to Salesforce. Your username should now be reflected in Click-to-Dial, and you should see an active dial pad appear.

Step 6: Verify on a Client Account

Open a client's account to confirm everything is working:

• Not signed in: the phone icon appears as a black receiver with a slash through it.
• Signed in and ready: the icon turns blue. Once you see the blue icon, you're good to go — just click it to dial out.

Quick Tips for Success

• Check the icon color. Black with a slash means you're not signed in; blue means you're ready to dial.
• Allow permissions fully. Make sure to click Allow both times Zoom prompts you.
• Verify before dialing. Always check a client's account for the blue icon before assuming you're connected.

For questions, please submit a ticket through Zendesk and select Business Operations.